鈾市場規模、佔有率和成長分析（按類型、應用、最終用途產業和地區分類）－2026-2033年產業預測

預計到 2024 年，全球鈾市場規模將達到 155.7 億美元，到 2025 年將達到 161.6 億美元，到 2033 年將達到 217.8 億美元，預測期（2026-2033 年）的複合年成長率為 3.8%。

市場分析顯示，全球鈾產業呈現成長態勢，主要受核能需求成長及能源安全關注的推動。核子反應爐技術的進步和鈾礦的大規模投資預計將提振市場銷售。低碳能源的復興以及政府的支持政策也進一步強化了鈾的需求。投資者，尤其是大宗商品基金和機構投資者（例如斯普羅特實體鈾信託基金），對鈾的熱情日益高漲，因為他們認知到鈾在建立安全能源基礎設施方面的潛力。然而，核能基礎設施的高額初始投資、公眾反對、再生能源來源的競爭以及政治因素等挑戰可能會阻礙鈾的廣泛應用。總而言之，這些趨勢將共同塑造鈾市場的未來發展軌跡。

全球鈾市場促進因素

地緣政治緊張局勢，尤其是在主要天然氣出口國周邊地區，正促使各國尋求能源獨立。以鈾動力來源燃料的核能已成為可靠的國內能源替代方案，可以緩解石化燃料進口帶來的不穩定性。各國政府採取有利於鈾採購來源多角化、簽訂長期合約和建立策略性儲備的政策，可望改善全球鈾市場的前景。這些措施可望推動對核能解決方案的需求，以創造更穩定的能源環境，以符合國家能源安全目標，並減少對外部能源來源的依賴。

限制全球鈾市場的因素

由於車諾比和福島等歷史性災難引發的公眾對核能的普遍擔憂，全球鈾市場面臨嚴峻挑戰。人們對輻射安全、核廢棄物管理以及可能發生嚴重事故的擔憂，導致了環保組織和當地社區的強烈反對。這些擔憂往往轉化為政治壓力，導致核能發電廠許可證被暫停或推遲，對鈾需求產生負面影響。此外，在德國和奧地利等正在逐步淘汰核能的國家，也出現了顯著的趨勢，顯示社會對這種能源來源有更廣泛的抵制。

全球鈾市場趨勢

全球鈾市場正經歷著一個顯著的趨勢，而小型模組化反應器（SMR）的需求不斷成長是推動這一趨勢的主要動力。隨著美國、加拿大和英國等國家推進SMR的研發和部署，預計濃縮鈾的需求將大幅增加。這些緊湊型核子反應爐應用廣泛，尤其適用於偏遠地區，並且作為老舊石化燃料發電廠的永續替代方案，能夠開拓新的市場領域。因此，鈾礦相關企業正致力於最佳化營運以滿足這一激增的需求，並在一個強調清潔能源解決方案和核能發電進步的不斷變化的環境中進行戰略佈局。

目錄

介紹

• 調查目標
• 調查範圍
• 定義

調查方法

• 資訊收集
• 二手資料和一手資料方法
• 市場規模預測
• 市場假設與限制

執行摘要

• 全球市場展望
• 供需趨勢分析
• 細分市場機會分析

市場動態與展望

• 市場規模
• 市場動態
  • 促進因素和機遇
  • 限制與挑戰
• 波特分析

關鍵市場考察

• 關鍵成功因素
• 競爭程度
• 關鍵投資機會
• 市場生態系統
• 市場吸引力指數（2025）
• PESTEL 分析
• 總體經濟指標
• 價值鏈分析
• 定價分析
• 監管環境
• 案例研究
• 技術分析

全球鈾市場規模（按類型及複合年成長率分類）（2026-2033 年）

• 鈾礦
• 加工鈾（黃餅）
• 六氟化鈾

全球鈾市場規模（按應用領域分類）及複合年成長率（2026-2033 年）

• 核能發電
• 軍事/國防
• 醫療保健

全球鈾市場規模（依最終用途產業分類）及複合年成長率（2026-2033 年）

• 能源
• 防禦
• 衛生保健

全球鈾市場規模及複合年成長率（2026-2033）

• 北美洲
  • 美國
  • 加拿大
• 歐洲
  • 德國
  • 西班牙
  • 法國
  • 英國
  • 義大利
  • 其他歐洲地區
• 亞太地區
  • 中國
  • 印度
  • 日本
  • 韓國
  • 亞太其他地區
• 拉丁美洲
  • 巴西
  • 其他拉丁美洲地區
• 中東和非洲
  • 海灣合作理事會國家
  • 南非
  • 其他中東和非洲地區

競爭資訊

• 前五大公司對比
• 主要企業的市場定位（2025 年）
• 主要市場參與者所採取的策略
• 近期市場趨勢
• 公司市佔率分析（2025 年）
• 主要企業公司簡介
  • 公司詳情
  • 產品系列分析
  • 依業務板塊進行公司股票分析
  • 2023-2025年營收年比比較

主要企業簡介

• Cameco Corporation（Canada）
• Kazatomprom（Kazakhstan）
• Orano（France）
• Uranium Energy Corp.（US）
• Energy Fuels Inc.（US）
• BHP Group Limited（Australia）
• Rio Tinto Group（UK/Australia）
• CNNC（China National Nuclear Corporation）（China）
• ARMZ Uranium Holding Co.（Russia）
• Paladin Energy Ltd.（Australia）
• NexGen Energy Ltd.（Canada）
• Denison Mines Corp.（Canada）
• Peninsula Energy Limited（Australia）
• Toro Energy Limited（Australia）
• Berkeley Energia Limited（UK/Spain）
• Uranium Resources, Inc.（US）
• Forsys Metals Corp.（Canada）
• Energy Resources of Australia Ltd.（Australia）
• Deep Yellow Limited（Australia）

結論與建議

Global Uranium Market size was valued at USD 15.57 Billion in 2024 and is poised to grow from USD 16.16 Billion in 2025 to USD 21.78 Billion by 2033, growing at a CAGR of 3.8% during the forecast period (2026-2033).

Market insights indicate that the global uranium sector is poised for growth driven by heightened demand for nuclear energy and a focus on energy security. Advancements in reactor technology along with significant investments in uranium are expected to enhance market sales. The resurgence of interest in low-carbon energy has strengthened uranium demand, supported by favorable government policies. Investor enthusiasm is rising, particularly from commodity funds and entities like the Sprott Physical Uranium Trust, as they recognize the potential of uranium in building a secure energy infrastructure. However, challenges such as substantial initial investments for nuclear infrastructure, public opposition, competition from renewable energy sources, and political sensitivities may impede uranium's widespread adoption. Overall, these dynamics will shape the future trajectory of the uranium market.

Top-down and bottom-up approaches were used to estimate and validate the size of the Global Uranium market and to estimate the size of various other dependent submarkets. The research methodology used to estimate the market size includes the following details: The key players in the market were identified through secondary research, and their market shares in the respective regions were determined through primary and secondary research. This entire procedure includes the study of the annual and financial reports of the top market players and extensive interviews for key insights from industry leaders such as CEOs, VPs, directors, and marketing executives. All percentage shares split, and breakdowns were determined using secondary sources and verified through Primary sources. All possible parameters that affect the markets covered in this research study have been accounted for, viewed in extensive detail, verified through primary research, and analyzed to get the final quantitative and qualitative data.

Global Uranium Market Segments Analysis

Global Uranium Market is segmented by Type, Application, End-Use Industry and region. Based on Type, the market is segmented into Uranium Ore, Processed Uranium (Yellowcake) and Uranium Hexafluoride. Based on Application, the market is segmented into Nuclear Power Generation, Military & Defense and Medical. Based on End-Use Industry, the market is segmented into Energy, Defense and Healthcare. Based on region, the market is segmented into North America, Europe, Asia Pacific, Latin America and Middle East & Africa.

Driver of the Global Uranium Market

Geopolitical tensions, especially concerning significant gas-exporting nations, have prompted nations to focus on achieving energy independence. Nuclear energy powered by uranium emerges as a reliable domestic alternative to the instability often associated with fossil fuel imports. The introduction of beneficial government policies aimed at diversifying uranium procurement, establishing long-term contracts, and creating strategic reserves is anticipated to enhance the global uranium market's prospects. These initiatives are expected to drive demand for nuclear energy solutions, fostering a more stable energy landscape that aligns with national energy security goals and reduces reliance on external energy sources.

Restraints in the Global Uranium Market

The global uranium market encounters significant challenges stemming from widespread public apprehension towards nuclear energy, largely fueled by historical disasters such as Chernobyl and Fukushima. Concerns surrounding radiation safety, the management of nuclear waste, and the potential for catastrophic incidents contribute to strong opposition from environmental organizations and local communities. Such apprehensions often result in political pressures that can lead to the suspension or postponement of nuclear plant approvals, adversely impacting the demand for uranium. Additionally, a notable trend is observed in countries like Germany and Austria, which are in the process of transitioning away from nuclear power, illustrating a broader societal resistance to this energy source.

Market Trends of the Global Uranium Market

The global uranium market is witnessing a significant trend driven by the rising demand for Small Modular Reactors (SMRs). As nations like the United States, Canada, and the United Kingdom gear up for the development and deployment of SMRs, the need for enriched uranium is poised to surge. These compact reactors offer versatile applications, particularly in remote areas or as sustainable alternatives to aging fossil fuel plants, thereby capturing new market segments. Consequently, uranium companies are increasingly focusing on optimizing their operations to cater to this burgeoning demand, positioning themselves strategically within an evolving landscape that emphasizes clean energy solutions and technological advancements in nuclear power generation.

Table of Contents

Introduction

• Objectives of the Study
• Scope of the Report
• Definitions

Research Methodology

• Information Procurement
• Secondary & Primary Data Methods
• Market Size Estimation
• Market Assumptions & Limitations

Executive Summary

• Global Market Outlook
• Supply & Demand Trend Analysis
• Segmental Opportunity Analysis

Market Dynamics & Outlook

• Market Overview
• Market Size
• Market Dynamics
  • Drivers & Opportunities
  • Restraints & Challenges
• Porters Analysis
  • Competitive rivalry
  • Threat of substitute
  • Bargaining power of buyers
  • Threat of new entrants
  • Bargaining power of suppliers

Key Market Insights

• Key Success Factors
• Degree of Competition
• Top Investment Pockets
• Market Ecosystem
• Market Attractiveness Index, 2025
• PESTEL Analysis
• Macro-Economic Indicators
• Value Chain Analysis
• Pricing Analysis
• Regulatory Landscape
• Case Studies
• Technological Analysis

Global Uranium Market Size by Type & CAGR (2026-2033)

• Market Overview
• Uranium Ore
• Processed Uranium (Yellowcake)
• Uranium Hexafluoride

Global Uranium Market Size by Application & CAGR (2026-2033)

• Market Overview
• Nuclear Power Generation
• Military & Defense
• Medical

Global Uranium Market Size by End-Use Industry & CAGR (2026-2033)

• Market Overview
• Energy
• Defense
• Healthcare

Global Uranium Market Size & CAGR (2026-2033)

• North America (Type, Application, End-Use Industry)
  • US
  • Canada
• Europe (Type, Application, End-Use Industry)
  • Germany
  • Spain
  • France
  • UK
  • Italy
  • Rest of Europe
• Asia Pacific (Type, Application, End-Use Industry)
  • China
  • India
  • Japan
  • South Korea
  • Rest of Asia-Pacific
• Latin America (Type, Application, End-Use Industry)
  • Brazil
  • Rest of Latin America
• Middle East & Africa (Type, Application, End-Use Industry)
  • GCC Countries
  • South Africa
  • Rest of Middle East & Africa

Competitive Intelligence

• Top 5 Player Comparison
• Market Positioning of Key Players, 2025
• Strategies Adopted by Key Market Players
• Recent Developments in the Market
• Company Market Share Analysis, 2025
• Company Profiles of All Key Players
  • Company Details
  • Product Portfolio Analysis
  • Company's Segmental Share Analysis
  • Revenue Y-O-Y Comparison (2023-2025)

Key Company Profiles

• Cameco Corporation (Canada)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Kazatomprom (Kazakhstan)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Orano (France)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Uranium Energy Corp. (U.S.)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Energy Fuels Inc. (U.S.)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• BHP Group Limited (Australia)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Rio Tinto Group (U.K./Australia)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• CNNC (China National Nuclear Corporation) (China)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• ARMZ Uranium Holding Co. (Russia)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Paladin Energy Ltd. (Australia)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• NexGen Energy Ltd. (Canada)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Denison Mines Corp. (Canada)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Peninsula Energy Limited (Australia)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Toro Energy Limited (Australia)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Berkeley Energia Limited (U.K./Spain)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Uranium Resources, Inc. (U.S.)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Forsys Metals Corp. (Canada)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Energy Resources of Australia Ltd. (Australia)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Deep Yellow Limited (Australia)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments

Conclusion & Recommendations